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This article applies to:

  • Product: Cloud Audit Suite
  • Subject: Documents

Add Outlook emails to GoFileRoom

Before you use this process, first create index profiles in ControlPanel to decide which profiles should appear in Outlook.
GoFileRoom lets you store emails from Microsoft Outlook using an Outlook folder associated with a ControlPanel profile.
ControlPanel profiles can be configured to appear as a folder within Microsoft Outlook. This lets you drag and drop one or more messages into the folder and have them automatically indexed and stored in GoFileRoom. Messages are uploaded directly to GoFileRoom instead of using the GoFileRoom upload server.
  1. Open Outlook, then select and drag one or more messages to a ControlPanel profile folder. The Outlook folder name will match the name of the profile in the ControlPanel.
  2. Choose either
    Add as single fie (.MSG)
     or
    Add as separate files,
     then select
    OK
    .
  3. In the Index Document screen, add any index information for the items that isn't in the profile already.
    note
    Client Number and Client Name index values are automatically populated for email fields that are mapped contacts in GoFileRoom lookup lists if your administrator has enabled integration between ControlPanel and Microsoft Outlook.
  4. Administrators must configure the following:
    1. In the Administration menu, select
      Fileroom
       and open the
      Lists
       tab. Mark the
      Available for Notifications
       checkbox  for any email addresses that you want to map for the automatic indexing of associated messages.
    2. In the
      Administation
       menu, select
      Manage Configurations
       and open the
      Email Setting
       tab. Indicate Outlook Mapping for Client Name or Client ID as
      From filed
      to automatically map client email addresses.
  5. Select
    OK
     to finish.